Some of the top executives in the international private banking industry are speaking this week at the Reuters Global Wealth Management Summit in Geneva, Boston, Singapore and Tokyo.

The term “wealth management” is thrown around plenty, in the boardrooms of private client firms, in trade and mainstream articles and by financial advisors in front of clients. Still, most ...

Your wealth—as measured by both possessions and money—should be managed in order to grow or to avoid losing value. Wealth management is the process of reviewing and making decisions about your ...

Consolidation in wealth management maintained pace through 2024, with the fourth quarter logging a record 78 M&A transactions, according to DeVoe & Company. While we expect this trend to continue ...

Wealth Management Teams Are Getting Bigger. The Best Ones Are Also Getting Better. Large financial advisor teams often can offer more services and investment strategies than their smaller peers.

In the world of wealth management, personalization is key. With so many different types of clients, having a tailored and customized plan that fits individual needs is essential.

Bloomberg sets the benchmark when it comes to financial news, security analysis, independent research, portfolio analytics, derivatives.

Wealth management includes financial planning covering retirement, estate planning, 401(k) management, and other areas to build long-term wealth.

For most people, managing finances is not the funnest thing in the world. Maybe that's why you've likely postponed it up ...

Wealth advisors offer holistic financial planning for high-net-worth clients. The fee is generally 0.25% to 2% of assets under management. The average is 1.05%.

Browse Investopedia’s expert-written library to learn more about private banking, establishing a family office and other ways to get the job done.

We speak with Advisor Growth Strategies Principal Brandon Kawal about what to watch in the registered investment advisor (RIA) and wealth management space and what’s expected in the coming years ...